Top 5 financial advisor firms in Burr Ridge

5 SEC-registered financial advisor firms are headquartered in Burr Ridge, IL, with $1.82B in combined regulatory assets under management. The largest by assets are MPS-Loria Financial Planners,llc ($827M), Unique Wealth Strategies ($382M) and 4Wealth Advisors ($275M).

5
Financial advisor firms: $1.82B
Their combined AUM: $275M
Median firm AUM: 2,437
Clients of the top 5

The 5 largest by assets

1
MPS-Loria Financial Planners,llc
RIA
$827M
0.75% to 1.25% a year
2
Unique Wealth Strategies
RIA
$382M
Regulatory AUM
3
4Wealth Advisors
RIA
$275M
Regulatory AUM
4
VIA IV Investments
RIA
$222M
Regulatory AUM
5
Copperwood Financial
RIA
$120M
Regulatory AUM

Profiles of the top 5

No. 1 · RIA

MPS-Loria Financial Planners,llc

MPS-Loria Financial Planners,llc is an investment adviser based in Burr Ridge, IL, registered with the SEC since 2006. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $827 million, as filed on 24 February 2026.

MPS-Loria Financial Planners,llc charges 0.75%–1.25% a year for its Managed Accounts.

Regulatory AUM: $827M
Clients: 679
Advisory staff: 5
Founded: 1999
Fee schedule: 0.75% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 7500 South County Line Road, Burr Ridge, IL 60527-6955
Phone: 630-887-4404
Website: mpsloria.com

No. 2 · RIA

Unique Wealth Strategies

Unique Wealth Strategies is an investment adviser based in Burr Ridge, IL, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $382 million, as filed on 3 August 2026.

Regulatory AUM: $382M
Clients: 397
Advisory staff: 4
Founded: 2016
Custodians: Charles Schwab
Headquarters: 570 Village Center Drive, Ste 203, Burr Ridge, IL 60527
Phone: 630-318-0565
Website: uniquewealthstrategies.com

No. 3 · RIA

4Wealth Advisors

4Wealth Advisors is an investment adviser based in Burr Ridge, IL, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $275 million, as filed on 9 April 2026.

Regulatory AUM: $275M
Clients: 567
Advisory staff: 10
Custodians: Charles Schwab, American Trust
Headquarters: 745 McClintock Drive, Suite 150, Burr Ridge, IL 60527-6490
Phone: 708-695-5300
Website: 4wealthfg.com

No. 4 · RIA

VIA IV Investments

VIA IV Investments is an investment adviser based in Burr Ridge, IL, registered with the SEC since 2021. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $222 million, as filed on 12 March 2026.

Regulatory AUM: $222M
Clients: 532
Advisory staff: 4
Custodians: Fidelity, Charles Schwab
Headquarters: 1333 Burr Ridge Parkway, Suite 200, Burr Ridge, IL 60527
Phone: 630-674-7226
Website: viaiv.com

No. 5 · RIA

Copperwood Financial

Copperwood Financial is an investment adviser based in Burr Ridge, IL, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $120 million, as filed on 25 March 2026.

Regulatory AUM: $120M
Clients: 262
Advisory staff: 3
Custodians: Charles Schwab
Headquarters: 745 McClintock DR., Suite 308, Burr Ridge, IL 60527
Phone: 630-581-8998
Website: copperwoodfinancial.com

Questions about financial advisors in Burr Ridge

How many financial advisor firms are headquartered in Burr Ridge?

5 SEC-registered financial advisor firms report their principal office in Burr Ridge, IL, managing $1.82B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Burr Ridge?

MPS-Loria Financial Planners,llc, with $827M in regulatory assets under management on its latest Form ADV. The next largest are Unique Wealth Strategies ($382M) and 4Wealth Advisors ($275M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Burr Ridge?

The median firm manages $275M in regulatory assets. That is the midpoint of the 5 firms headquartered in Burr Ridge.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Burr Ridge?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Burr Ridge has 5 financial advisor firms; see every adviser in the city →